Cyndeo Wealth Partners, LLC: EPR position timeline

Cyndeo Wealth Partners, LLC held 0 EPR shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -161,474 shares

   13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 161,474 shares

   Change vs previous 13F +6,520 shares

   0.56% of the 13F portfolio, value $9,407,495.

   13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 154,954 shares

   Change vs previous 13F +8,922 shares

   0.54% of the 13F portfolio, value $8,152,155.

   13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 146,032 shares

   Change vs previous 13F +8,102 shares

   0.44% of the 13F portfolio, value $6,466,303.

   13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 137,930 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $6,764,069.

   13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).